LK
LK

Laura Kumar

4 Years of Experience
Fort Worth, TX
1 DisclosureBroker

Laura Kumar is a registered investment advisor at First Command Advisory Services, based in Fort Worth, TX, with 4 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1015 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$20K

First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.

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Location

1 Firstcomm Plaza, Fort Worth, TX, 76109

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History

Regulatory History (1)
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Regulatory
August 2024
Final
Other Business Activities

Laura is the co-founder and treasurer for Cabrini Montessori School, a non-profit organization, since July 2024. She dedicates about a quarter of her time to this role, which will expand to Head of School when it opens in Fall 2026.

Employment History
Current Registrations
First Command Advisory Services
January 2022 - Present · 4 yrs 4 mos
First Command Brokerage Services, INC.Broker
December 2021 - Present · 4 yrs 5 mos
State Registrations31 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Laura Kumar - Financial Advisor | TrueAdvisor